Managers of Wealth Americas

Henry Mercer Named Chief Investment Officer at Withum Wealth Management

In this new position, Henry will oversee the Investment Planning and Economic Committees at Withum Wealth Management, bringing decades of wisdom and market experience to the role.

Mellany Bagtas joins UBS as a Financial Advisor in New York City

She will be based out of the firm’s 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas.

Advisor moves: LPL and Raymond James add veteran advisors in California

LPL welcomes a Beverly Hills-based practice from Wedbush Securities as RayJay adds a Stifel alum to its employee advisor arm.

RBC elevates US investment bankers Chawhan, Monga to unit heads

Prior to RBC, Monga spent nearly 17 years split between Deutsche Bank, opens new tab and Bank of America.

Clément Chenneveau Joins Altium Wealth Architecture to Enhance Strategic Advisory Services for UHNW Families and Entrepreneurs in Quebec

This strategic addition underscores Altium's commitment to delivering bespoke wealth management solutions to ultra-high-net-worth families, entrepreneurs, and sophisticated investors.

UBS International Adds Adelino Dias as Financial Advisor in New York

Prior to that, he spent eight years at Citi, where he held the role of VP Wealth Manager

Eclipse Private Wealth Management Welcomes Mitch Benedon, CFP as Senior Wealth Advisor

His extensive experience and deep financial planning knowledge make him a tremendous asset to our clients and our firm

$7.5B The Bahnsen Group Names President, CFO

Joseph Klein will take the newly-created role of president after serving as Bahnsen Group’s Family Office Director

Sebastián Da Silva Joins Global Work Management Group

His mission will be to strengthen client asset holdings in Latin America and Europe, the firm announced in a statement

Elevation Point Hires New Heads of Growth, Communications

The minority RIA investor has hired Lara Galloway to lead organic growth strategy and training for partnered firms, and Melinda Brodbeck as head of communications.

$287B Edelman Financial Engines Adds Capital Group Alum as President

Ralph Haberli joins from Capital Group, where he was president of the Institutional & Retirement Client Group.

Evolve Private Wealth Names Morgan Stanley Advisor Brett Cohen as Managing Partner

Leading advisor joins independent multifamily office expanding its national footprint

Rothschild & Co hires Ralph Lerman as Managing Director in Business Services

This expansion of the team underscores Rothschild & Co’s commitment to growing its U.S. Business Services practice and delivering best-in-class advisory services to both sponsor-backed and corporate clients.

Jefferies hires Lazard's Thomas for activism defense, sources say

Thomas will report to Chris Roop, who is head of mergers and acquisitions for the Americas.

BMO Financial Group makes executive changes including U.S. leadership

Levine will lead newly combined U.S. divisions of the bank as it aims to boost its key return-on-equity profitability measure, said chief executive Darryl White in a statement.

Canadian lender BMO shakes up executive bench amid US business revamp

Bank of Montreal announced several other executive moves

Apollon Welcomes Two Advisors to Central Pennsylvania Team

Brayden and James join us from a regional wealth management and CPA firm

Fintech bytes: Future Capital adds RayJay alum to C-suite, Advyzon welcomes ex-Envestnet leader

The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.

Mosaic appoints Chubb’s Brian Bonkoski global head of cyber

“I’m thrilled to join a dynamic, agile cyber insurance carrier that’s committed to becoming a market leader,” said Bonkoski.

Merchant Hires Ex-M&A Head From Hightower

Rich Policastro will be responsible for expanding Merchant’s network of service providers.

People Moves